Jerry Martin is a graduate of Plainview High School and Texas Tech University. He is also a graduate of the Southwestern Graduate School of Banking at Southern Methodist University and the Commercial Lending Graduate School at the University of Oklahoma. For more than 35 years, Jerry served at Texas Bank and Trust, first in mortgage and commercial banking, and for 24 years as Financial Advisor.
As an owner and Financial Advisor, Jerry assists clients in meeting their objectives for financial planning, retirement planning. asset allocation, and designing income strategies to meet their individual goals. He also assists small businesses in helping to establish qualified retirement plans and cash management strategies.
Jerry currently serves on the Board of Boys and Girls Club of Longview. He has served his community as President and Campaign Chairman of the Greater Longview United Way, President and Board member of the East Texas Area of Campfire Inc., President and Board member of the Wildwood Homeowners Association, and as Elder of the First Presbyterian Church of Longview. He and his wife Lynn have lived in Longview for the past 38 years. They have two grown daughters, Emily Vandenberg of Houston and Laura Caple of Dallas.
Curtis T. Hinshaw, III is a 1985 graduate of Baylor University with a degree in history, and a 1987 graduate of the Baylor University School of Law. He spent fifteen years serving the community of Longview through his law practice. The time he spent in law made him think about the things that are most important to people – their families, their health, and their success. He found that a key factor of taking care of those important things is having the means to do so. Curtis decided he would help people plan for what they value most by helping them with their financial plans.
Since 2006, Curtis has been providing financial knowledge, solutions, service and integrity to select businesses and families throughout East Texas. As owner and Financial Advisor, he works with clients on an individual basis to create personalized, comprehensive wealth strategies for everything from basic needs to complex goals.
He is a dedicated advocate for the community and is currently a member of the Longview Partnership and Longview Ambucs. He is a past member of the Longview Rotary Club and has served on the boards of Christian Heritage School of Longview and Longview Community Ministries. He served as chairman of the Consolidated Plan Advisory Committee which administers Community Development Block Grant funding from HUD, and is a past member of the Longview Cable Commission.
Curtis has been married to his wife Lisa for 28 years, they have two children, and are members of Fellowship Bible Church in Longview.
Carl M. Newman, Jr., as owner and Financial Advisor, provides TBT Financial Services ten years of experience in the financial services industry and can assist clients with a wide range of financial planning and investment opportunities including mutual funds, stocks, bonds, and annuities. Mr. Newman received his bachelor of science degree from the University of Texas at Tyler and his MBA from LeTourneau University. He and his wife Leslie have been married for 19 years and have three daughters, Blake, Kelly and Tyler.
Mitzi Bjork is owner and Financial Advisor for TBT Financial Services and works with individual investors and small business owners. Clients look to her for assistance with asset allocation, portfolio design and retirement planning.
Mitzi is a graduate of Lindale High School and Texas Christian University. Her banking experience began in 1980 with The First National Bank of Mineola where she gained experience in many different areas of the bank. In 1992 she obtained her securities licenses and began offering investment services to the bank's clientele. In 1998, she joined Secured Trust Bank of Tyler where she began offering brokerage services to their bank clients and worked as a mortgage lender. She joined Raymond James Financial Services in 2008.
Mitzi lives in Tyler with her husband, Jonathan. Together, they enjoy motorcycling, playing piano and guitar and spending time with their Labrador Retriever. Mitzi currently serves as President of the Lindale ISD Alumni Association. She and Jonathan are charter members of Dayspring United Methodist Church. Mitzi has also served on numerous volunteer committees including Habitat for Humanity, American Cancer Society and the East Texas Symphony League.
Dianne Childers serves as Branch Manager for TBT Financial Services. She has 24 years of experience in the financial services industry and holds numerous securities licenses. As a Registered Client Service Associate she provides valuable administrative support and exceptional customer service to the Financial Advisors and clients she serves.
Dianne enjoys spending time with her family attending baseball, basketball, and football games and watching movies. She and her husband, Walker, have been married for 37 years and have two grown children, Bailey and George. Dianne is a member of Mobberly Baptist Church.
Alyson has served as a Client Service Associate since 2002. She enjoys the opportunity to meet new people and visit with long-time clients. She dedicates herself to providing excellent client service and works closely with the Financial Advisors to provide an exceptional client experience. She loves the fact that her challenging job allows her to learn something new every day.
Alyson was born and raised in Longview, Texas. She is a graduate of Pine Tree High School and Kilgore Junior College. She holds Series 7 and 66 securities licenses as well as a Group 1 Life and Health Insurance License.
Alyson loves spending time with her friends and family, especially her nieces and nephew. She enjoys traveling, watching sports, and going to the movies. Alyson is a champion for the American Cancer Society and has served as the Team Captain for the Texas Bank & Trust Relay for Life team for the past several years. She is a member of First Baptist Church of Longview.
Cheryl is a valuable resource for clients and for the TBT Financial Services team as she helps streamline workflow and provide valuable administrative support. She has 32 years of experience as a Client Service Associate in the brokerage industry. She enjoys working with clients and helping them with account inquiries. Her goal is to provide excellent service with compassionate attention.
Cheryl enjoys spending time with her family and friends especially her 2 daughters and 3 grandchildren. She also enjoys riding motorcycles, camping, fishing and watching NASCAR.
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
By the numbers*
- Approximately 6,800 financial advisors
- More than 2.8 million client accounts
- Over 2,800 locations throughout the United States, Canada and overseas
- Approximately $535 billion in total client assets
- 21% total capital ratio – over 2x regulatory requirement
- BBB, positive outlook credit rating (S&P)
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 6/30/2016